blog post

Explore your mailing Mailchimp KPI from PowerBI : How-to, templates and metrics

Florian Cabirol
November 28, 2023
Explore your mailing Mailchimp KPI from PowerBI : How-to, templates and metrics

Quick steps to create a Mailchimp report with Google Sheets:

You can easiliy create a Mailchimp report following this step :

  1. Get informations from the data integration from our Mailchimp connector.
  2. Create a source on catchr.io.
  3. Download our Google Sheets extensions.
  4. Configure and run your request
If you need more informations, you can follow the tutorial.

How to install Google Sheets Catchr Add-on.

To start exporting your Mailchimp data to Google Sheets, you need to install the Catchr add-on. You currently have two options :

Option A: Via the marketplace:

  1. Visit the Catchr Add-on page on the Google Workspace Marketplace and click "Install."
  2. Grant the necessary permissions for the add-on.
  3. Upon successful installation, open a Google Sheets to proceed.
Connect Google Sheet to Facebook Ads
Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

  1. Open a new Google Sheets.
  2. In the top menu, click "Extensions", then hover over "Add-ons" and select "Get add-ons."
  3. Search for "Catchr" and choose "Catchr - data connector."
  4. Click "Install" and grant the required permissions.
  5. Close the installation pop-up when completed.
  6. Start using the Catchr add-on.
Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

Once you have installed the add-on, you can start making requests.

The tutorial

Quick steps to create a Mailchimp report with Looker Studio:

You can easiliy create a Mailchimp report following this step :

  1. Get informations from the data integration from our Mailchimp connector.
  2. Create a datasource and new report on Looker Studio.
  3. Choose your metrics and dimensions.
  4. Use charts with your metrics and dimensions.
If you need more informations, you can follow the tutorial. You can also find a template for Mailchimp at the end of the page.

The tutorial

Quick steps to create a Mailchimp report with PowerBI:

You can easiliy create a Mailchimp report following this step :

  1. Get informations from the data integration from our Mailchimp connector.
  2. Create a source on catchr.io.
  3. Configure your request on the PowerBI request manager.
  4. Copy the given URL in PowerBI
If you need more informations, you can follow the tutorial. You can also find a template for Mailchimp at the end of the page.

The tutorial

In this comprehensive guide, you'll learn how to seamlessly integrate your Mailchimp marketing data into PowerBI. By the end, you'll be able to visualize your marketing efforts with clarity and make data-driven decisions to enhance your campaigns.

How to Connect Your Mailchimp Account to PowerBI

Add a Source on Catchr

Navigate to the Catchr homepage and locate 'Source' on the side menu. Click it, then go for 'Add a Source' on the upper right side of the screen.

Now, select 'Mailchimp' from the list of platforms and proceed with the authentication process to bridge both Catchr and Mailchimp.

Connecting Mailchimp as a Source in Catchr

Create the Request to Transfer Mailchimp Data to PowerBI

Let's dive into the details of setting up your data transfer:

  • Within the Catchr dashboard, find and click 'API' in the side menu.
API Option in Catchr Menu
  • Change the export format to "PowerBI".
Selecting PowerBI as the Export Format
  • Under the "Source" tab, choose 'Mailchimp'.
Choosing Mailchimp as Source
  • Select the Mailchimp account(s) whose data you wish to export.
Selecting Mailchimp Account
  • Choose the relevant metrics and dimensions for your report.
Selecting Metrics and Dimensions
Further Metric and Dimension Selection

Important: If you aim to use one of Catchr's templates, ensure to pick every required dimension and metric as listed on the template guidance page. Following this step, the template should auto-populate with the selected data, which you can then tailor according to your needs.

  • Select the desired time period for your data extraction.
Choosing the Time Period
  • Add any necessary filters to your query.
Adding Filters to the Query
  • Apply platform-specific options to your request.
Setting Platform-specific Options
  • Once you’ve set everything up, you’ll see a URL at the top of the page. For a sneak peek of the data, click 'Preview.'
Preview and URL Generation
  • After a brief pause, a preview of your data will manifest.
Data Preview
  • Happy with the output? Copy the URL, as you’ll need it shortly to link Mailchimp with PowerBI.
Copying the Generated URL

Import the Mailchimp Data and KPIs to PowerBI

PowerBI Desktop allows integration from diverse data sources, and we're utilizing a web data source for Mailchimp.

  1. Open PowerBI Desktop, navigate to 'Get Data', and select 'Web'.
Get Data from Web in PowerBI
  1. Paste the previously generated URL in the basic mode and validate with 'OK'.
Pasting Mailchimp URL in PowerBI

Be patient while PowerBI processes your Mailchimp data. Once imported, you can refine the query using PowerBI Query Editor and proceed to construct your dashboard.

PowerBI Web App simplifies accessing and reporting your data online. Publish your data set via PowerBI Desktop and select it for your new online report.

Upon successful configuration, you'll be equipped to craft comprehensive reports and dashboards in PowerBI utilizing your Mailchimp data, enabling you to share valuable insights amongst your team or stakeholders.

Unlocking Insights: PowerBI and Mailchimp Metrics Integration

Integrating Mailchimp with PowerBI offers vast potential for marketing analytics. With a host of available metrics, from campaign performance indicators like open and click rates to subscriber behavior patterns, your marketing strategy can be better informed and more effective.

Imagine being able to track the effectiveness of different types of campaigns, compare performance against industry averages, or even segment data down to specific days or hours. PowerBI brings these capabilities to your fingertips, allowing for custom report creation, vibrant data visualizations, and actionable insights.

Metrics like 'Emails Sent', 'Unique Opens', and 'Click Rates' are pivotal for evaluating campaign outreach and engagement. Additionally, advanced metrics such as 'Total Orders' and 'Total Revenue' from e-commerce campaigns can be key in assessing the direct financial impact of your marketing efforts. The incorporation of temporal data such as 'Year month day hour' offers valuable granularity, drilling down to the hour of customer engagement.

To explore the full extent of Mailchimp metrics available for integration, visit Mailchimp Metrics on Catchr.

Bonus : Your free Template Mailchimp - Campaign Overview Template

In this Mailchimp template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

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In this Mailchimp template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

Unlock Insights with Style!

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Integrate, visualize, and impress with Catchr's seamless dashboards. Elevate your data game now!
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